Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL CORE FIXED INCOME ETF | 8 | Q3 2023 | 19.3% |
VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 14.4% |
VANGUARD GROWTH INDEX FUND | 8 | Q3 2023 | 14.0% |
JANUS HENDERSON SHORT DURATION INCOME ETF | 8 | Q3 2023 | 8.0% |
ISHARES FLOATING RATE BOND ETF | 8 | Q3 2023 | 9.9% |
JANUS HENDERSON AAA CLO ETF | 8 | Q3 2023 | 7.0% |
FINANCIAL SELECT SECTOR SPDR FUND | 8 | Q3 2023 | 4.8% |
APPLE INC COM | 8 | Q3 2023 | 3.6% |
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 8 | Q3 2023 | 6.4% |
INDUSTRIAL SELECT SECTOR SPDR FUND | 8 | Q3 2023 | 2.9% |
View Rise Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-05 |
13F-HR | 2023-01-06 |
13F-HR | 2022-10-11 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-22 |
13F-HR | 2022-02-24 |
View Rise Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.